In this week’s WealthWise Moment, financial expert Loreen Gilbert offers some more WealthWisdom on Roth Conversions.

When Does a Roth Conversion Make Financial Sense?

WealthWise Moments hosted by Loreen Gilbert, President of WealthWise Financial Services, is an on-air program of two-minute segments. These easy-to-digest snapshots are designed to educate listeners in financial, wealth and business topics we encounter in today’s world. The listener will be informed and enlightened with topics such as leasing vs buying a new, investing in art, and preparing for retirement travel.

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When Does a Roth Conversion Make Financial Sense?

When Does a Roth Conversion Make Financial Sense?